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Parental Advisory Warning: Live Your Goals, Not Theirs

While out on *paternity leave*, my wife DM’ed an article from The Cut titled “How Much Money Means You Don’t Have to Worry?” by Caragh Poh. Poh pens a captivating story about what it was like growing up in lower-middle class family, knowing that she was not necessarily poor, but at the same time, she[…]

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Millennials, Money and Marie: How a Millennial Couple Thinks About Money

A Week of Ups and Downs Life lately has been very much a series of good things followed by something bad. Luckily nothing so far has been too terrible, but it can still make for a rough week. Andrew officially graduated with his MBA with NYU commencement at Yankee Stadium and then the Stern School[…]

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Personal Finance Red Flags

Do you think your financial health is good shape? Or are you worried about something? It’s ok to feel nervous about finances.  Most people do because they don’t know what there are reading or hearing about. There is a lack of financial literacy among all generations, not just Millennials that keeps everyone on edge about[…]

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Our Planner for Financial Goals (with Worksheet)

One of the most important things you can do for your financial life is to set goals. For many, this can be difficult because most of us have multiple financial goals in life.  Some common ones I see are retirement, buying a house and paying down debt. It can be tough to figure out what[…]

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How to Survive the Holiday Spending Season

The holidays can be a wonderful joyous time or a very stressful time. For many the stress of the holidays comes from shopping for gifts for loved ones.  According to a GoBankingRates survey, about 57% of people plan to spending one full paycheck on the holidays. That’s an average of $1,908 for someone paid every[…]